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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,833 | $181,896-44.6% | $156,551-35.6% | $273,972-63.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.27% | 30.74%-22.5pp | 32.23%-24.0pp | 41.46%-33.2pp |
| Employer contribution / active EE | $5,449 | $6,248-12.8% | $5,501-0.9% | $4,869+11.9% |
| Participant deferral / active EE | $9,675 | $5,550+74.3% | $4,871+98.6% | $5,287+83.0% |
| Admin fee / account holder | $49,604 | $15,560+218.8% | $13,028+280.7% | $10,133+389.5% |